See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,069 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,617 | $47,898-34.0% | $117,472-73.1% | $64,808-51.2% |
| Participation rate | 94.4% | 61.9%+32.6pp | 70.6%+23.8pp | 71.5%+23.0pp |
| Annual return | 2.28% | -15.54%+17.8pp | 29.74%-27.5pp | 32.82%-30.5pp |
| Employer contribution / active EE | $6,921 | $1,774+290.1% | $4,176+65.7% | $2,506+176.2% |
| Participant deferral / active EE | $13,653 | $3,151+333.4% | $4,070+235.4% | $4,310+216.7% |
| Admin fee / account holder | $5 | $132-96.0% | $5,645-99.9% | $188-97.2% |